技术革命重塑光伏行业生态

Core Insights - The photovoltaic industry is undergoing a profound transformation driven by policy innovation, enterprise breakthroughs, and technological empowerment, moving from "low-price competition" to "value competition" [1][2][3] Policy Framework - The current policy shift represents a transition from "passive regulation" to "active restructuring," with a focus on long-term institutional frameworks rather than short-term crisis responses [1][2] - Policies are now anchored in "top-level design" and "supply-demand collaboration," emphasizing a "cost-based sales" bottom line and strict standards for energy consumption and quality [1] Industry Collaboration - Under the guidance of the policy framework, industry collaboration has emerged as a core vehicle for releasing benefits, with leading companies voluntarily limiting production and uniting to stabilize prices [2] - The concentration of the industry has exceeded 70%, contrasting sharply with the fragmented competition seen before 2015 [2] Technological Empowerment - The deep release of institutional benefits is closely linked to technological revolutions, with AI technology accelerating transformation across the entire supply chain [2] - AI applications are enhancing production efficiency and driving a shift in labor structure towards high-tech positions, reflecting a broader trend of innovation spurred by policy changes [2] Global Impact - The transformation led by institutional benefits extends beyond the industry itself, providing a "Chinese solution" for global energy transition as China's photovoltaic industry practices address supply-demand imbalances [3] - The continuous release of institutional benefits is expected to enable the photovoltaic industry to write a more magnificent chapter, with companies that seize policy advantages and technological opportunities poised to redefine the next decade of the industry [3]